Franklin India Short term Income Plan Direct Dividend Quarterly+0.14%

5Groww
8.20%
1 Year Return
Debt
Short Duration
5.0 star
6M
1Y
3Y
5Y
All

Fund Details

Franklin India Short term Income Plan Direct Dividend Quarterly

RiskModerate
Min SIP Amount₹500
Expense Ratio0.74%
NAV1317.53 (23 Oct 2019)
Fund Started01 Jan 2013
Fund Size13,000 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Franklin India Short term Income Plan Direct Dividend Quarterly
8.2%
8.5%
9.1%
9.6%
Category Average
9.6%
NA
NA
-
Rank within category
17
1
1
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 8.2% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    2. 1Y Returns are higher than the benchmark
    3. 3Y Returns are higher than the benchmark
    4. 5Y Returns are higher than the benchmark
    Cons
    1. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Pipeline Infrastructure (India) Pvt. Ltd.ConstructionNCD5.9%
    Shriram Transport Finance Co. Ltd.FinancialDebenture5.3%
    Adani Rail Infra Pvt. Ltd.ServicesDebenture4.2%
    Vodafone Idea Ltd.CommunicationDebenture3.5%
    Piramal Capital & Housing Finance Ltd.FinancialDebenture2.8%
    Rishanth Wholesale Trading Pvt. Ltd.ServicesDebenture2.7%
    Dolvi Minerals and Metals Ltd.MetalsDebenture2.5%
    Power Finance Corpn. Ltd.FinancialNCD2.5%
    SD Corporation Pvt Ltd.ConstructionDebenture2.4%
    Yes Bank Ltd.FinancialBonds2.4%
    See All

    Fund Managers

    addSantosh Kamath
    Education
    Mr. Kamath is a B.E ( Electronics ) from REC Bhopal and PGDM (Management) from XLRI Jamshedpur.
    Experience
    Prior to joining Franklin Templeton Investments he has worked with ING Vysya AMC, Zurich Asset Management, SBI Mutual, CRISIL and Jardine Fleming Asset Management.
    Funds Managed

    Other Details

    Franklin India Short term Income Plan Direct Dividend Quarterly is a Debt Mutual Fund Scheme launched by Franklin Templeton Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Santosh Kamath, Kunal Agrawal is the Current Fund Manager of Franklin India Short term Income Plan Direct Dividend Quarterly.The fund currently has an Asset Under Management(AUM) of ₹13,000 Cr and the Latest NAV as of 23 Oct 2019 is ₹1317.53.

    The Franklin India Short term Income Plan Direct Dividend Quarterly is rated Moderate risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment, 0.50% will be charged for redemption within 1 year.

    Investment Objective

    Seeks to provide stable returns by investing in shorter term fixed income securities.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹5000
    Min for Second Investment
    For units in excess of 10% of the investment, 0.50% will be charged for redemption within 1 year
    Exit Load

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    About Franklin Templeton Mutual Fund

    Address
    Indiabulls Finance Centre; Tower 2, 12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W) Mumbai 400013
    Phone
    022 - 67519100
    Launch Date
    18 Feb 1996
    Franklin Templeton Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Templeton
    Address
    4th Floor, Kuber Complex, Rathyatra Kamachha Rd, Rathyatra Crossing, Near Tanishq Jewelers, Rathyatra, Sidhgiribagh, Varanasi,
    Email
    NA
    Website
    NA
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